Finward Bancorp’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Finward Bancorp’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Sell	19,789 -8,205	-29%	-$963K	1.84%	13
2026 Q1	$3.01M	Sell	27,994 -570	-2%	-$64.8K	2.41%	11
2025 Q4	$3.25M	Sell	28,564 -1,113	-4%	-$126K	2.53%	11
2025 Q3	$3.37M	Sell	29,677 -4,725	-14%	-$524K	2.56%	10
2025 Q2	$3.71M	Sell	34,402 -409	-1%	-$40.8K	2.93%	9
2025 Q1	$3.48M	Buy	34,811 +368	+1%	+$38.8K	3.01%	8
2024 Q4	$3.61M	Buy	+34,443	New	+$3.71M	3.13%	8

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Finward Bancorp's SPGP Position: Q2 2026 in Review

Finward Bancorp reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 29% in Q2 2026, selling an estimated $963K and leaving 19,789 shares worth $2.42M. The position accounts for 1.84% of the portfolio, ranked #13.

Finward Bancorp first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q2 2025. 304 funds tracked by Wall St. Rank hold SPGP as of Q2 2026.

Finward Bancorp held 19,789 shares of Invesco S&P 500 GARP ETF worth $2.42M as of Q2 2026.
Finward Bancorp sold 8,205 Invesco S&P 500 GARP ETF shares in Q2 2026, an estimated $963K.
Invesco S&P 500 GARP ETF made up 1.84% of Finward Bancorp's portfolio in Q2 2026, its #13 holding.
Finward Bancorp first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's Invesco S&P 500 GARP ETF position peaked at $3.71M in Q2 2025.
304 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.